Ops & Finance Copilot — agentic RAG over TMS/ERP data

Role: Product Engineering Lead (hands-on) · Stack: RAG + tool use over cieTrade, MercuryGate, email/Slack; eval & observability.

Ops, freight, and finance teams burned time chasing scale tickets and reconciling buy/sell; month-end spikes delayed invoicing. An agentic workflow now handles tool calls for TMS status, proof-of-delivery retrieval, portal/EDI fetches, and safe, read-only queries into source systems. We enforced PII scrubbing on ingest, human-in-the-loop for sensitive actions, and audit logs on every tool call.

−45% Scale-ticket chase emails
−1.3 days Invoice cycle time (~−28%)
~$0.011 Cost per action at production volume

Measured outcomes

  • Exceptions dropped from 12%→6% (−50%) with consistent HITL approvals.
  • p95 1.2–2.0 s interactive latency, 99.95% availability, 0 critical incidents post-GA.
  • Live task success held at 91% on “fetch → attach” flows; auditing covers every tool call.

Workflow snapshot

Planner chooses safe read-only tools, enforces PII scrubbing, and writes an auditable journal.

Sensitive client identifiers redacted; architecture diagrams available in private briefings.